Course book included with all formats
Are you well-versed in the nuts and bolts of estate planning? This essential guide will walk you through how to effectively navigate through the client intake and screening process, review basic wills and trusts, explore tax basics, and discuss long-term care options and their impact on the client. Don't miss this chance to build your estate planning skills and protect your client's interests - order today!
Includes - Ethics - 1.20
This program may qualify for up to 7.2 hours of self-study credit, which includes 1.2 hour of self-study ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of self-study CLE credit may be earned during a reporting period.
C. PAGE HAMRICK III, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. Mr. Hamrick has concentrated his practice in the areas of divorce law, tax and corporate estate law. He has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature and as a hearing officer for numerous state agencies. Mr. Hamrick is a certified public accountant and frequently writes and speaks on state and federal taxation topics as they relate to divorce. He has testified as an expert witness in matters involving federal and state tax, financial analysis and real estate. Mr. Hamrick is a member of The West Virginia State Bar, the American Association of Attorney-CPAs and the West Virginia Society of Certified Public Accountants. Mr. Hamrick regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. He earned his B.S.B.A. and J.D. degrees from West Virginia University, and his M.B.A. degree from the Marshall University (formerly WVCOGS).
ANNA M. PRICE is an attorney with Jenkins Fenstermaker, PLLC. Ms. Price has devoted the majority of her practice to all aspects of estate planning, estate administration, and probate litigation. Representing corporate and individual clients in various financial brackets, her practice has ranged from simple planning to complicated tax planning. Ms. Price is an associate attorney in the firm's wills, trusts, and estates group. Ms. Price is a member of the American Bar Association, the Charleston Estate Planning Council, the Huntington Estate Planning Council, the West Virginia State Bar Elder Law Committee, the West Virginia State Bar Probate Committee, The Recovery Point of West Virginia (Board of Directors), and the Mountaineer Spina Bifida Camp (Board of Directors). She received her B.A. degree from Marshall University and her J.D. degree from West Virginia University College of Law.
JOSHUA S. ROGERS is a partner with Dinsmore & Shohl LLP. He is a member of the corporate department whose practice focuses on family wealth planning, asset protection planning, probate, profit and nonprofit business formation and organization, business succession planning, and litigation. Mr. Rogers has experience in representing both individual and institutional clients in various types of civil litigation, including will contests, will and trust construction actions, family and probate disputes, real property rights, action to quiet title to minerals, corporate and partnership disputes, and federal and state taxation appeals. He is licensed and represents clients in both West Virginia and Pennsylvania. Mr. Rogers is a member of the West Virginia State Bar, Pennsylvania Bar Association, American Bar Association, Monongalia County Bar Association, Monongalia County Literacy Volunteers (president, Board of Directors), Leadership Monongalia, North Central West Virginia Estate Planning Council (president, Board of Directors) and Senior Monongalias (Board of Directors). He received his B.S.B.Ad. degree, summa cum laude, University Honors Scholar, from West Virginia University; and his J.D. degree from West Virginia University College of Law, where he was Order of the Coif.
CHRISTOPHER J. WINTON is the managing member of the Charleston law firm of Ray, Winton & Kelley, PLLC, where he practices in the areas of estate planning and administration, business planning, taxation and civil litigation. He is a frequent lecturer to professional and business groups on wills and trusts, ethics, and litigation, and co-wrote "Laying Claim: A Practitioner's Guide to Will Contests in West Virginia," published in 96 West Virginia University Law Review 123 (1993). Mr. Winton is listed in The Best Lawyers in America in the field of trusts and estates and is an elected fellow of the America College of Trust and Estate Counsel. He is a member of The West Virginia State Bar (Probate Committee), Virginia State Bar, the Charleston Estate Planning Council and the Million Dollar Advocates Forum. He earned his B.A. degree, with high distinction, and his J.D. degree from the University of Virginia.